Changes to Employee Cross-selling screen

Created by Sreeram K, Modified on Mon, 18 Jun, 2018 at 6:16 PM by Sreeram K

Below are changes made to the Cross-selling screen that appears on the home page.

1. By default, only claims (made by employees) which are NOT closed or NOT settled shall be displayed.

2. Incentive Amount column has been added to the screen.

3. Shown at the bottom of the screen are 'Count of enquiries closed in financial year', 'Count of enquiries settled in financial year' and 'Total Incentive amount settled in financial year'.

4. Name of the FSE person is shown in the Cross selling settlement screen.

Thanks,

Sreeram